Chief Wealth Planning Officer, Private Wealth Canada

BMO; Montreal (administrative region); On-site; CAD 180,000 - 220,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group seeks a Senior Leader to guide the Specialized Wealth Planning team within Personal Wealth in Canada. You will set strategy, develop capabilities in tax, estate, trust, business advisory and philanthropy, and partner with relationship managers to deliver advanced planning for HNW and UHNW clients.

You will coach and mentor planning leaders, establish sales processes, and collaborate across Wealth Management and other partners to win cross‑border and cross‑LOB opportunities,

Qualifications

• Post-secondary education in business; MBA an asset.
• 10+ years of experience providing financial planning services or advice.
• Strategic, enterprise-minded leader with cross-functional collaboration skills.
• Strong business acumen and relationship management abilities.
• Knowledge of tax, estate and trusts in wealth planning context.

Responsibilities

• Become the growth engine of Private Wealth Canada by identifying significant wealth management opportunities through holistic wealth planning.
• Provides leadership and strategic direction to the Specialized Wealth Planning Team, defining accountabilities and ensuring decision boundaries.
• Coaches, motivates, develops and evaluates performance of planning leaders; mentors staff on complex issues.
• Establishes sales management processes to maximize portfolio growth and referrals across internal partners.
• Partners with NA Commercial Banking and cross-border teams to meet North American planning needs.
• Drives risk governance and adherence to regulatory requirements while delivering sophisticated planning services.

Skills

Financial planning

Strategic leadership

Relationship management

Change leadership

Cross-functional collaboration

Education

Post-secondary education in business

MBA asset

Job description

BMO Financial Group seeks a Senior Leader to guide the Specialized Wealth Planning team within Personal Wealth in Canada. You will set strategy, develop capabilities in tax, estate, trust, business advisory and philanthropy, and partner with relationship managers to deliver advanced planning for HNW and UHNW clients.

You will coach and mentor planning leaders, establish sales processes, and collaborate across Wealth Management and other partners to win cross‑border and cross‑LOB opportunities,